Administrator Guides
Step-by-step instructions tailored for system administrators.
6 articles
- How to set up users and manage licensesTo assist admin users in setting up users and managing user licenses.
- How to manage firm settingsTo assist admin users in managing firm settings.
- Understanding permission controls in ActiveTo assist users in setting up and managing user permissions for clients and binders.
- How to fix duplicate clients in ActiveTo assist admin users to fix duplicate clients in the Active Platform.
- Understanding supported XPM entity types and mapping in the Active PlatformTo assist admin users with understanding the supported XPM entity types and mapping.
- How to create standardised firm account codesTo assist admin users in creating firm standard account codes.